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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Eric Bergquist (CRD# 6520202) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 9 years of experience in the finance industry.
Jonathan Berman (CRD# 4646281) is an Investment Advisor Representative working at Irontree Wealth Management, Inc. in Fullerton, CA and has over 21 years of experience in the finance industry. Jonathan Berman has taken additional exams to become a Certified Financial Planner (CFP®).
Maria Bermejo Gutierrez (CRD# 6981303) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 5 years of experience in the finance industry.
Michael Bernard (CRD# 2410469) is an Investment Advisor Representative working at Bernard & Johnson Family Wealth Management in Pasadena, CA and has over 30 years of experience in the finance industry. Michael Bernard has taken additional exams to become a Certified Financial Planner (CFP®).
Arnaud Berry (CRD# 3026714) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Pasadena, CA and has over 26 years of experience in the finance industry.
Kelsey Joan Berryman (CRD# 5650650) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pasadena, CA and has over 9 years of experience in the finance industry.
Angelica Betancourt (CRD# 5517090) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Glendora, CA and has over 16 years of experience in the finance industry.
Thomas Bette (CRD# 4535787) is an Investment Advisor Representative working at Lpl Financial LLC in Long Beach, CA and has over 20 years of experience in the finance industry.
John Bettfreund (CRD# 1448436) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has 1 year of experience in the finance industry.
Jason Betts (CRD# 4783673) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Pasadena, CA and has over 20 years of experience in the finance industry.